View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsAlibaba Group Holding 향후 성장Future 기준 점검 3/6Alibaba Group Holding (는) 각각 연간 11.1% 및 6.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.2% 로 예상됩니다.핵심 정보11.1%이익 성장률11.32%EPS 성장률Multiline Retail 이익 성장0%매출 성장률6.3%향후 자기자본이익률10.16%애널리스트 커버리지Good마지막 업데이트03 Apr 2024최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Dec 17Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder.Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder on December 17, 2024. Alibaba will receive CNY 7.4 billion from the sale. Alibaba expects to record losses of approximately CNY 9.3 billion as a result of the sale. The transaction is subject to PRC merger control clearance and other customary closing conditions.공시 • Nov 01Alibaba Group Holding Limited to Report Q2, 2025 Results on Nov 15, 2024Alibaba Group Holding Limited announced that they will report Q2, 2025 results Pre-Market on Nov 15, 2024공시 • Oct 27Alibaba Group Holding Limited Enters into Agreement to Settle Shareholder Class Action LawsuitAlibaba Group Holding Limited and certain of its current and former officers and directors have entered into an agreement to resolve the consolidated putative shareholder class action lawsuit previously disclosed in the Company's public filings captioned In re: Alibaba Group Holding Ltd. Securities Litigation, No. 1:20-cv-09568-GBD-JW (S.D.N.Y.). Pursuant to the agreement, the company has agreed to pay $433.5 million to settle the lawsuit. All Defendants will receive a full release of all claims brought in such lawsuit. The settlement, which is subject to a number of conditions including court approval, does not constitute an admission or finding that the claims asserted in the lawsuit had any merit. The Company denies any allegations of fault, liability, wrongdoing, or damages. The company entered into the settlement to avoid the cost and disruption of further litigation.공시 • Oct 18Alibaba, Baidu Reportedly Investing in Horizon Robotics' $700 Billion IPOAlibaba Group Holding Limited (NYSE:BABA) and Baidu, Inc. (NasdaqGS:BIDU) are investing in a nearly $700 million equity offering by a Chinese smart-driving firm, indicating rising demand for assets in the rapidly growing market for autonomous driving. Beijing Horizon Robotics Technology Co., Ltd. (Horizon Robotics), which is planning to raise as much as HKD 5.41 billion through an initial public offering, equivalent to $696.6 million, will begin taking orders from institutional investors starting October 16, 2024, it said in a filing.공시 • Aug 02Alibaba Group Holding Limited to Report Q1, 2025 Results on Aug 15, 2024Alibaba Group Holding Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2024공시 • Jul 06Alibaba Group Holding Limited, Annual General Meeting, Aug 22, 2024Alibaba Group Holding Limited, Annual General Meeting, Aug 22, 2024, at 09:00 China Standard Time.공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces Special Dividend for the Year Ended March 31, 2024, Payable on 03 July 2024Alibaba Group Holding Limited announced special dividend of USD 0.0825 per share for the year ended March 31, 2024. Ex-dividend date is 12 June 2024. Record date is 13 June 2024 and Payment date is 03 July 2024.공시 • May 01Alibaba Group Holding Limited to Report Q4, 2024 Results on May 14, 2024Alibaba Group Holding Limited announced that they will report Q4, 2024 results Pre-Market on May 14, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: CN¥5.73 (vs CN¥18.00 in 3Q 2023)Third quarter 2024 results: EPS: CN¥5.73 (down from CN¥18.00 in 3Q 2023). Revenue: CN¥260.3b (up 5.1% from 3Q 2023). Net income: CN¥14.4b (down 69% from 3Q 2023). Profit margin: 5.5% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • Feb 07Alibaba Group Holding Limited Reports Impairment Charges Results for the Quarter Ended December 31, 2023Alibaba Group Holding Limited reported impairment charges results for the quarter ended December 31, 2023. For the quarter, the company reported impairment of goodwill of RMB 8,490 million against RMB 2,714 million a year ago.공시 • Jan 25Alibaba Group Holding Limited to Report Q3, 2024 Results on Feb 07, 2024Alibaba Group Holding Limited announced that they will report Q3, 2024 results Pre-Market on Feb 07, 2024공시 • Dec 20+ 1 more updateAlibaba Group Holding Limited Approves the Appointment of Eddie Yongming Wu as Chief Executive Officer of Taobao and Tmall GroupAlibaba Group Holding Limited announced that, as approved by the Company’s Board of Directors, Mr. Eddie Yongming Wu, Chief Executive Officer of the Company and Chairman of Taobao and Tmall Group, will also serve as the Chief Executive Officer of Taobao and Tmall Group, with effect from December 20, 2023.공시 • Nov 17Alibaba Group Holding Limited Declares Final Dividend for the Year Ended March 31, 2023, Payable on 11 January 2024Alibaba Group Holding Limited declares final dividend of USD 0.125 per share for the year ended March 31, 2023, payable on 11 January 2024. Ex-dividend date 20 December 2023 and Record date 21 December 2023.공시 • Nov 08Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million.Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million on November 3, 2023. We intend to finance the Acquisition with equity capital from the Buyer Group in the form of rollover equity in the Company and cash contributions.공시 • Nov 04Alibaba Group Holding Limited to Report Q2, 2024 Results on Nov 16, 2023Alibaba Group Holding Limited announced that they will report Q2, 2024 results Pre-Market on Nov 16, 2023공시 • Sep 13Alibaba Group Holding Limited Announces Management Changes of Alibaba Cloud Intelligence GroupAlibaba Group Holding Limited announced on June 20, 2023, the Company has completed its leadership transition with Mr. Joseph C. Tsai assuming the role of Chairman and Mr. Eddie Yongming Wu ("Mr. Wu") assuming the role of Chief Executive Officer and Director of the Company. In addition, the Company announces that Mr. Wu will succeed Mr. Daniel Yong zhang ("Mr. Zhang") as acting Chairman and Chief Executive Officer of the Alibaba Cloud Intelligence Group, with effect from September 10, 2023. The Company will continue to execute its previously announced plan to spin off Alibaba Cloud Intelligence Group under a separate management team to be appointed, subject to restructuring of certain assets, liabilities and contracts, implementation of employee equity incentive plans, market conditions, as well as regulatory reviews and approvals in relevant jurisdictions. The board of Company expresses its deepest appreciation to Mr. Zhang for his contributions to Alibaba Group over the past 16 years, including as Chief Executive Officer since 2015 and as Chairman since 2019, as well as his leadership of Alibaba Cloud Intelligence Group since 2022.New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.공시 • Aug 03Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023.Reported Earnings • Jul 23Full year 2023 earnings released: EPS: CN¥27.65 (vs CN¥22.99 in FY 2022)Full year 2023 results: EPS: CN¥27.65 (up from CN¥22.99 in FY 2022). Revenue: CN¥868.7b (up 1.8% from FY 2022). Net income: CN¥72.5b (up 17% from FY 2022). Profit margin: 8.3% (up from 7.3% in FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.공시 • Jul 06Alibaba Reportedly Explores Video Entertainment Assets OptionsAlibaba Group Holding Limited (NYSE:BABA) is exploring options for its video entertainment assets, according to people familiar with the matter, as the Chinese tech giant wades deeper into its plan to revamp its structure. The company is conducting a strategic review of video streaming platforms Youku Tudou Inc. and Tudou Holdings Limited, said the people, who asked not to be identified as the information is private. One of the options under consideration is to inject the assets into Alibaba Pictures Group Ltd. and bolster the business scope of the Hong Kong-listed company, the people said.공시 • Jun 21Alibaba Group Holding Limited Announces CEO Changes, Effective September 10, 2023Alibaba Group Holding Limited announced that Eddie Yongming Wu, Chairman of Taobao and Tmall Group, will succeed Mr. Daniel Yong Zhang as Chief Executive Officer and replace Mr. Zhang on the Company's board of directors effective September 10, 2023. Following this transition, Mr. Zhang will continue to lead the Alibaba Cloud Intelligence Group as its Chairman and Chief Executive Officer. Eddie Yongming Wu is one of co-founders, a member of the Alibaba Partnership and chairman of Taobao and Tmall Group since May 2023. Mr. Wu was technology director of Alibaba at the company's inception in 1999. He served as chief technology officer of Alipay from December 2004, and became business director of monetization platform, Alimama, in November 2005 and was promoted to its general manager in December 2007. In September 2008, he became chief technology officer of Taobao, and in October 2011 he took on the role of head of Alibaba Group's search, advertising and mobile business. Mr. Wu served as director of Alibaba Health Information Technology Limited ("Alibaba Health"), a company listed on the Main Board of the Hong Kong Stock Exchange, from April 2015 to October 2021 and chairman of Alibaba Health from April 2015 to March 2020. From September 2014 to September 2019, Mr. Wu was special assistant to Alibaba Group's board chairman. In August 2015, Mr. Wu founded Vision Plus Capital, a venture capital firm focused on investing in advanced technologies, enterprise services and digital healthcare. He graduated from the College of Information Engineering of Zhejiang University of Technology in June 1996.이익 및 매출 성장 예측SWX:BABA - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20271,139,699142,093186,198254,06533/31/20261,096,267138,310198,537223,927403/31/20251,015,912120,344179,871200,916543/31/2024942,98599,910166,859180,1655312/31/2023927,49499,987156,302190,654N/A9/30/2023914,902132,369178,956213,308N/A6/30/2023897,28884,102169,910211,189N/A3/31/2023868,68772,509165,400199,752N/A12/31/2022864,53932,752107,987161,311N/A9/30/2022859,36313,629100,983154,307N/A6/30/2022852,87739,55789,701143,025N/A3/31/2022853,06261,95989,435142,759N/A12/31/2021836,40572,721131,166173,982N/A9/30/2021814,909124,456154,008196,824N/A6/30/2021769,278147,858172,474215,290N/A3/31/2021717,289150,308188,970231,786N/A12/31/2020644,208158,949177,029209,767N/A9/30/2020584,580131,831170,326203,064N/A6/30/2020548,538175,602163,356196,094N/A3/31/2020509,711149,263147,869180,607N/A12/31/2019488,895171,931147,353196,996N/A9/30/2019444,717152,674143,087165,389N/A6/30/2019410,848100,167111,032149,470N/A3/31/2019376,84487,600101,332150,975N/A12/31/2018345,27869,331116,969146,805N/A9/30/2018311,02860,35288,445136,949N/A6/30/2018281,00257,98795,008136,049N/A3/31/2018250,26663,98595,969125,805N/A12/31/2017226,91367,071104,622122,168N/A9/30/2017197,13360,853N/A104,542N/A6/30/2017176,30350,808N/A91,241N/A3/31/2017158,27343,675N/A82,854N/A12/31/2016143,87838,393N/A74,662N/A9/30/2016125,17333,036N/A63,476N/A6/30/2016113,05248,167N/A61,394N/A3/31/2016101,14371,460N/A56,836N/A12/31/201594,38468,988N/A57,521N/A9/30/201586,02062,426N/A50,699N/A6/30/201580,67842,648N/A41,440N/A3/31/201576,20424,149N/A41,217N/A12/31/201470,81026,799N/A37,250N/A9/30/201463,37629,069N/A32,764N/A6/30/201457,49731,036N/A31,425N/A3/31/201452,50423,076N/A26,379N/A12/31/201349,14721,730N/A26,659N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BABA 의 연간 예상 수익 증가율(11.1%)이 saving rate(0.1%)보다 높습니다.수익 vs 시장: BABA 의 연간 수익(11.1%)이 Swiss 시장(10.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BABA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BABA 의 수익(연간 6.3%)이 Swiss 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BABA 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BABA의 자본 수익률은 3년 후 10.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/04/04 14:12종가2024/02/01 00:00수익2023/12/31연간 수익2023/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Alibaba Group Holding Limited는 87명의 분석가가 다루고 있습니다. 이 중 54명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tianli WenAletheia Analyst Network LimitedZixiao YangArete Research Services LLPJames KelleherArgus Research Company84명의 분석가 더 보기
공시 • Dec 17Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder.Youngor Fashion Co., Ltd. and the management of Intime Retail (Group) Company Limited agreed to acquire Intime Retail (Group) Company Limited from Alibaba Group Holding Limited (NYSE:BABA) and minority shareholder on December 17, 2024. Alibaba will receive CNY 7.4 billion from the sale. Alibaba expects to record losses of approximately CNY 9.3 billion as a result of the sale. The transaction is subject to PRC merger control clearance and other customary closing conditions.
공시 • Nov 01Alibaba Group Holding Limited to Report Q2, 2025 Results on Nov 15, 2024Alibaba Group Holding Limited announced that they will report Q2, 2025 results Pre-Market on Nov 15, 2024
공시 • Oct 27Alibaba Group Holding Limited Enters into Agreement to Settle Shareholder Class Action LawsuitAlibaba Group Holding Limited and certain of its current and former officers and directors have entered into an agreement to resolve the consolidated putative shareholder class action lawsuit previously disclosed in the Company's public filings captioned In re: Alibaba Group Holding Ltd. Securities Litigation, No. 1:20-cv-09568-GBD-JW (S.D.N.Y.). Pursuant to the agreement, the company has agreed to pay $433.5 million to settle the lawsuit. All Defendants will receive a full release of all claims brought in such lawsuit. The settlement, which is subject to a number of conditions including court approval, does not constitute an admission or finding that the claims asserted in the lawsuit had any merit. The Company denies any allegations of fault, liability, wrongdoing, or damages. The company entered into the settlement to avoid the cost and disruption of further litigation.
공시 • Oct 18Alibaba, Baidu Reportedly Investing in Horizon Robotics' $700 Billion IPOAlibaba Group Holding Limited (NYSE:BABA) and Baidu, Inc. (NasdaqGS:BIDU) are investing in a nearly $700 million equity offering by a Chinese smart-driving firm, indicating rising demand for assets in the rapidly growing market for autonomous driving. Beijing Horizon Robotics Technology Co., Ltd. (Horizon Robotics), which is planning to raise as much as HKD 5.41 billion through an initial public offering, equivalent to $696.6 million, will begin taking orders from institutional investors starting October 16, 2024, it said in a filing.
공시 • Aug 02Alibaba Group Holding Limited to Report Q1, 2025 Results on Aug 15, 2024Alibaba Group Holding Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2024
공시 • Jul 06Alibaba Group Holding Limited, Annual General Meeting, Aug 22, 2024Alibaba Group Holding Limited, Annual General Meeting, Aug 22, 2024, at 09:00 China Standard Time.
공시 • May 15+ 1 more updateAlibaba Group Holding Limited Announces Special Dividend for the Year Ended March 31, 2024, Payable on 03 July 2024Alibaba Group Holding Limited announced special dividend of USD 0.0825 per share for the year ended March 31, 2024. Ex-dividend date is 12 June 2024. Record date is 13 June 2024 and Payment date is 03 July 2024.
공시 • May 01Alibaba Group Holding Limited to Report Q4, 2024 Results on May 14, 2024Alibaba Group Holding Limited announced that they will report Q4, 2024 results Pre-Market on May 14, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: CN¥5.73 (vs CN¥18.00 in 3Q 2023)Third quarter 2024 results: EPS: CN¥5.73 (down from CN¥18.00 in 3Q 2023). Revenue: CN¥260.3b (up 5.1% from 3Q 2023). Net income: CN¥14.4b (down 69% from 3Q 2023). Profit margin: 5.5% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • Feb 07Alibaba Group Holding Limited Reports Impairment Charges Results for the Quarter Ended December 31, 2023Alibaba Group Holding Limited reported impairment charges results for the quarter ended December 31, 2023. For the quarter, the company reported impairment of goodwill of RMB 8,490 million against RMB 2,714 million a year ago.
공시 • Jan 25Alibaba Group Holding Limited to Report Q3, 2024 Results on Feb 07, 2024Alibaba Group Holding Limited announced that they will report Q3, 2024 results Pre-Market on Feb 07, 2024
공시 • Dec 20+ 1 more updateAlibaba Group Holding Limited Approves the Appointment of Eddie Yongming Wu as Chief Executive Officer of Taobao and Tmall GroupAlibaba Group Holding Limited announced that, as approved by the Company’s Board of Directors, Mr. Eddie Yongming Wu, Chief Executive Officer of the Company and Chairman of Taobao and Tmall Group, will also serve as the Chief Executive Officer of Taobao and Tmall Group, with effect from December 20, 2023.
공시 • Nov 17Alibaba Group Holding Limited Declares Final Dividend for the Year Ended March 31, 2023, Payable on 11 January 2024Alibaba Group Holding Limited declares final dividend of USD 0.125 per share for the year ended March 31, 2023, payable on 11 January 2024. Ex-dividend date 20 December 2023 and Record date 21 December 2023.
공시 • Nov 08Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million.Shao-Ning Johnny Chou, Mr. George Chow, Denlux Logistics Technology Invest Inc., Alibaba Investment Limited, BJ Russell Holdings Limited and Cainiao Smart Logistics Investment Limited agreed to acquire 51% stake in BEST Inc. (NYSE:BEST) for $27 million on November 3, 2023. We intend to finance the Acquisition with equity capital from the Buyer Group in the form of rollover equity in the Company and cash contributions.
공시 • Nov 04Alibaba Group Holding Limited to Report Q2, 2024 Results on Nov 16, 2023Alibaba Group Holding Limited announced that they will report Q2, 2024 results Pre-Market on Nov 16, 2023
공시 • Sep 13Alibaba Group Holding Limited Announces Management Changes of Alibaba Cloud Intelligence GroupAlibaba Group Holding Limited announced on June 20, 2023, the Company has completed its leadership transition with Mr. Joseph C. Tsai assuming the role of Chairman and Mr. Eddie Yongming Wu ("Mr. Wu") assuming the role of Chief Executive Officer and Director of the Company. In addition, the Company announces that Mr. Wu will succeed Mr. Daniel Yong zhang ("Mr. Zhang") as acting Chairman and Chief Executive Officer of the Alibaba Cloud Intelligence Group, with effect from September 10, 2023. The Company will continue to execute its previously announced plan to spin off Alibaba Cloud Intelligence Group under a separate management team to be appointed, subject to restructuring of certain assets, liabilities and contracts, implementation of employee equity incentive plans, market conditions, as well as regulatory reviews and approvals in relevant jurisdictions. The board of Company expresses its deepest appreciation to Mr. Zhang for his contributions to Alibaba Group over the past 16 years, including as Chief Executive Officer since 2015 and as Chairman since 2019, as well as his leadership of Alibaba Cloud Intelligence Group since 2022.
New Risk • Aug 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
공시 • Aug 03Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023Alibaba Group Holding Limited, Annual General Meeting, Aug 15, 2023.
Reported Earnings • Jul 23Full year 2023 earnings released: EPS: CN¥27.65 (vs CN¥22.99 in FY 2022)Full year 2023 results: EPS: CN¥27.65 (up from CN¥22.99 in FY 2022). Revenue: CN¥868.7b (up 1.8% from FY 2022). Net income: CN¥72.5b (up 17% from FY 2022). Profit margin: 8.3% (up from 7.3% in FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
공시 • Jul 06Alibaba Reportedly Explores Video Entertainment Assets OptionsAlibaba Group Holding Limited (NYSE:BABA) is exploring options for its video entertainment assets, according to people familiar with the matter, as the Chinese tech giant wades deeper into its plan to revamp its structure. The company is conducting a strategic review of video streaming platforms Youku Tudou Inc. and Tudou Holdings Limited, said the people, who asked not to be identified as the information is private. One of the options under consideration is to inject the assets into Alibaba Pictures Group Ltd. and bolster the business scope of the Hong Kong-listed company, the people said.
공시 • Jun 21Alibaba Group Holding Limited Announces CEO Changes, Effective September 10, 2023Alibaba Group Holding Limited announced that Eddie Yongming Wu, Chairman of Taobao and Tmall Group, will succeed Mr. Daniel Yong Zhang as Chief Executive Officer and replace Mr. Zhang on the Company's board of directors effective September 10, 2023. Following this transition, Mr. Zhang will continue to lead the Alibaba Cloud Intelligence Group as its Chairman and Chief Executive Officer. Eddie Yongming Wu is one of co-founders, a member of the Alibaba Partnership and chairman of Taobao and Tmall Group since May 2023. Mr. Wu was technology director of Alibaba at the company's inception in 1999. He served as chief technology officer of Alipay from December 2004, and became business director of monetization platform, Alimama, in November 2005 and was promoted to its general manager in December 2007. In September 2008, he became chief technology officer of Taobao, and in October 2011 he took on the role of head of Alibaba Group's search, advertising and mobile business. Mr. Wu served as director of Alibaba Health Information Technology Limited ("Alibaba Health"), a company listed on the Main Board of the Hong Kong Stock Exchange, from April 2015 to October 2021 and chairman of Alibaba Health from April 2015 to March 2020. From September 2014 to September 2019, Mr. Wu was special assistant to Alibaba Group's board chairman. In August 2015, Mr. Wu founded Vision Plus Capital, a venture capital firm focused on investing in advanced technologies, enterprise services and digital healthcare. He graduated from the College of Information Engineering of Zhejiang University of Technology in June 1996.